Blue Bird CORP (BLBD) 13F Filing Data & Analysis (Q2 2026)

BLBD ranks #2063 out of 37503 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

BLBD is a top-conviction position for 325 Capital LLC — at 13.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in BLBD belongs to FMR LLC, but the position matters far more to 325 Capital LLC, who has 13.4% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Fidelity has added to its BLBD position for two straight quarters, increasing it by $96.1M to reach $238.3M today.

Healthcare Of Ontario Pension Plan Trust Fund has trimmed its BLBD position for two straight quarters, cutting it by $3.8M while still holding $2.3M.

BLBD is up 1.9% today, and institutions have been net buyers of $203.6M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

BLBD posted net income of $281.8M over the trailing twelve months, and currently trades at a P/E of 7.2.

• Profitable — net income of $281.8M over the trailing twelve months
• Revenue grew 18.9% year over year
• Net income improved year over year, from $108.1M to $281.8M
• Generated $176.2M in positive operating cash flow
• Current ratio of 1.74x — enough short-term assets to cover short-term liabilities
• Liabilities run 2.45x equity — a highly leveraged balance sheet worth noting